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Manage Donations

Delete, edit, view or filter donations

Updated over a month ago

Delete Donations

IMPORTANT: Once a donation has been deleted, it cannot be retrieved. You would need to re-record it manually.

Delete One Donation

  1. Go to People, then click on “Manage Donations” found in the sidebar under Donors

  2. Optional: Apply filters to display the desired donations

  3. Mouse over the Options icon to the left of a donation

  4. Select “Delete”

  5. Click the [Delete] button to confirm

Delete Multiple Donations

  1. Go to People, then click on “Manage Donations” found in the sidebar under Donors

  2. Optional: Apply filters to display the desired donations

  3. Check the box beside each donation to delete (or check the “Select All” box)

  4. In the “Choose Bulk Action” dropdown list, select “Delete”

  5. Check the box to acknowledge that the deletion cannot be undone

  6. Click the [Delete] button

Note: In addition to deleting multiple donations, you will also have the option, of sending an email or a text message (if applicable) to the donors associated with the selected donations, in the dropdown list.


Edit Donations

  1. Go to People, then click on “Manage Donations” found in the sidebar under Donors

  2. Optional: Apply filters to display the desired donations

  3. Mouse over the Options icon to the left of a donation

  4. Select “Edit”

  5. Make the desired changes to the donation:

    • Receipt number (read only), name for receipt, donation date, amount, donation program, donation source, donation type, comments, gift aid (UK only), appraised by, in kind description, online payment ID (read only), online transaction ID (read only)

  6. Click the [Save] button

Warning: If the Donation Program is updated here, it will only affect the selected donation entries. Future recurring donations will be donated to the program that the subscription is currently associated with.

To change the program that future donations are attributed to, update the Donation Program for the recurring donation subscription on the Manage Recurring Donations Page or within the Donor’s profile through Donations >> Subscriptions.


View Donations

  1. Go to People, then click on “Manage Donations” found in the sidebar under Donors

  2. Optional: Apply filters to display the desired donations

  3. Mouse over the Options icon to the left of a donation

  4. Select “View” to see all details related to the donation:

    • Receipt number (read only), name for receipt, donation date, amount, donation program, donation source, donation type, comments, gift aid (UK only), appraised by, in kind description, online payment ID (read only), online transaction ID (read only)

  5. Select “View Subscription” to see the details related to the recurring donations subscription.


Filter Donations

The Donations tab in a person’s profile, and the “Manage Donations” section in the People >> Donors sidebar menu, enable you to filter for specific sets of donations based on the following filtering options:

  • Amount: Enter a “From” (minimum) and/or “To” (maximum) donation amount

    • Entering a “From” amount only enables you to search for donations greater than or equal to that amount

    • Entering a “To” amount only enables you to search for donations less than or equal to that amount

    • Entering both a “From” and “To” amount enables you to search for donations between the two amounts

  • Donation Date: Enter a “From” (minimum) and/or “To” (maximum) donation date

    • Entering a “From” date only enables you to search for donations on or after that date

    • Entering a “To” date only enables you to search for donations on or before that date

    • Entering both a “From” and “To” date enables you to search for donations between the two date

  • Donation Programs: You can select all active programs or click the [+] button to display and select the desired program(s)

  • Donation Sources: You can select all active sources or click the [+] button to display and select the desired source(s)

  • Donation Types: You can select all types or click the [+] button to display and select the desired type(s)

  • Service: Select the service that was used to created the donation (Stripe or PayPal)

  • Frequency: Select “One Time Donations Only”, “Subscription Donations Only” or Don’t Filter

  • Sort By: Select the desired sort criteria from the dropdown list (donation date ascending/descending, donation amount ascending/descending and last name, first name)

  • Page Size: Select the desired page size from the dropdown list (25, 50, 100)

Once you have set your desired filters, click the [Search] button.


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